See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,148 | $118,680-65.3% | $98,907-58.4% | $158,922-74.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 4.69% | 372.35%-367.7pp | 196.43%-191.7pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,317 | $3,333-30.5% | $2,689-13.8% | $4,761-51.3% |
| Participant deferral / active EE | $9,140 | $5,088+79.6% | $4,244+115.4% | $5,982+52.8% |
| Admin fee / account holder | $117,151 | $10,131+1056.4% | $6,642+1663.9% | $11,246+941.7% |